VEON
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Yet Another Value Podcast 4w ago
LONG4w ago
“I think that setup of it of itself, you know, with a billion in free cash flow and applying a I think a reasonable multiple of 15 times free cash flow on that... gives you implied equity value of 15 b”Yet Another Value Podcast
The market prices VEON as a legacy telecom but spinning out its hidden fintech assets unlocks a 4x return as it hits 1 billion in free cash flow.
VEONLONG@ $53.15
$53.00-0.27%
since call Jul 1
peak +3.1%